All ideas

Feature Request: Reset BOE Workflow After What-If Runs Summary: Automatically reset the workflow status of any affected BOEs on a proposal when a What-If is executed, and notify the corresponding workflow assignees that their BOEs require re-revie...

Feature Request: Bulk CER Quick Add Summary: Enable users to add multiple CERs to a proposal at once from the CER view using the quick add functionality. This enhancement would better align the quick add experience with the primary purpose of the ...

Feature Request: Add companion product reports and outputs to Cost Volume Pro Summary: Enable users to bring reports and specific outputs from companion products, such as Cash Flow Pro and Management Console, directly into Cost Volume Pro. This wo...

We have a number of custom reports that are included in multiple batch reports and are also saved to many people's Favorites bars. Since these custom reports are heavily used, we do not want to risk breaking them while performing updates, therefor...

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

That ability to have a predefined set of ERs can be selected at the BOE.

Feature Request: ProPricer Data in Document Headers and Footers Summary: Enable users to insert ProPricer data fields into the header and footer of generated documents. This would allow key proposal or pricing information to appear consistently ac...

Feature Request: Default Task Description Naming Summary: Provide configurable default naming patterns for task descriptions to standardize how tasks are labeled across proposals. Problem Statement: Inconsistent task descriptions make it harder to...

Feature Request: Valid currency selections when adding a resource Summary: Ensure that only valid and supported currencies can be selected when adding resources, preventing configuration and calculation errors. Problem Statement: Users may inadver...

Feature Request: Option to not lock the BOE Proposal on Submit to CE Summary: Provide a configurable option to prevent automatic locking of BOE proposals when they are submitted to the CE workflow step, allowing continued edits where appropriate. ...